PS
SHYM

Principal Securities’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Principal Securities’s Portfolio SHYM Stock Details SHYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$317K Buy
14,113
+1,759
+14% +$39.1K ﹤0.01% 1305
2026
Q1 		$272K Buy
+12,354
New +$276K ﹤0.01% 1256
2025
Q3 		– Sell
-20
Closed -$446 – 3871
2025
Q2 		$446 Sell
20
-2,139
-99% -$47.4K ﹤0.01% 3499
2025
Q1 		$48.9K Hold
2,159
– – ﹤0.01% 1768
2024
Q4 		$48.9K Buy
+2,159
New +$49.5K ﹤0.01% 1768
2024
Q3 		– Sell
-1,000
Closed -$22.6K – 3559
2024
Q2 		$22.6K Hold
1,000
– – ﹤0.01% 2007
2024
Q1 		$22.4K Buy
+1,000
New +$22.1K ﹤0.01% 1947

Other funds holding SHYM

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Principal Securities's SHYM Position: Q2 2026 in Review

Principal Securities increased its iShares Short Duration High Yield Muni Active ETF (SHYM) stake by 14% in Q2 2026, buying an estimated $39.1K and bringing the position to 14,113 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Principal Securities first reported a position in SHYM in Q1 2024 and has held it in 7 quarters since. 149 funds tracked by Wall St. Rank hold SHYM as of Q2 2026.

  • Principal Securities held 14,113 shares of iShares Short Duration High Yield Muni Active ETF worth $317K as of Q2 2026.
  • Principal Securities bought 1,759 iShares Short Duration High Yield Muni Active ETF shares in Q2 2026, an estimated $39.1K.
  • iShares Short Duration High Yield Muni Active ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1305 holding.
  • Principal Securities first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2024 and has held it in 7 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.